NASDAQ$NMFC

New Mountain Finance Corporation · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Net investment income and dividend distribution were announced.

New Mountain Finance Corporation reported a net investment income of $0.31 per share for the second quarter. The board of directors declared a third quarter distribution of $0.30 per share.

  • Reported Q2 Net Investment Income of $0.31 per share, exceeding prior guidance.
  • Over 90% of the portfolio was rated green on the risk rating scale.
  • Generated $103.8 million of originations in four new portfolio companies.
  • Generated $116.6 million of originations, including commitments for follow-on investments in nineteen portfolio companies.

Headline financials

Total Revenue

$73.1M

No prior period
EPS (adj)

$0.31

No prior period
Statutory Debt/Equity

1.27

No prior period
Net Debt/Equity

1.25

No prior period
Net Income

$16M

No prior period
Operating Income

$31.6M

No prior period
Cash & Equivalents

$40.7M

No prior period
Total Assets

$3.4B

No prior period

Revenue & EPS history

NMFC · Revenue · Quarterly

$73.1M

Q2 2022
Beat estimate in 5 of 13 quarters(38%)
ActualEstimate

Revenue by segment

NMFC · $3.07B total across 5 segments · Q2 2022

  • First Lien
    $1.86B
  • Second Lien
    $603M
  • Common Equity and Other
    $374M
  • Preferred Equity
    $177M
  • Subordinated
    $56M

Forward guidance

The company expects Q3 Net Investment Income will be at least $0.30 per share and is confident that Net Investment Income will continue to meet or exceed the quarterly dividend for the foreseeable future.

Tailwinds

  • Expectation that Q3 Net Investment Income will be at least $0.30 per share.
  • Outlook for consistent operating performance
  • Rising interest rate environment
  • Continued support from the investment advisor
  • Confident that Net Investment Income will continue to meet or exceed quarterly dividend for the foreseeable future.

Headwinds

  • Statements included herein may contain “forward-looking statements”, which relate to our future operations, future performance or our financial condition.
  • Forward-looking statements are not guarantees of future performance, condition or results and involve a number of risks and uncertainties, including the impact of COVID-19, the current conflict between Russia and Ukraine, and related changes in base interest rates and significant volatility on our business, portfolio companies, our industry and the global economy.
  • Actual results and outcomes may differ materially from those anticipated in the forward-looking statements as a result of a variety of factors, including those described from time to time in our filings with the Securities and Exchange Commission or factors that are beyond our control.
  • New Mountain Finance Corporation undertakes no obligation to publicly update or revise any forward-looking statements made herein, except as may be required by law.
  • All forward-looking statements speak only as of the time of this press release.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

-0.2%

Avg return

Earnings day

-0.2%

Avg return

5 days after

+0.0%

Avg return

30 days after

56%

10 / 18 earnings

Positive

+4.3%

Q1 2025

Best reaction

-4.3%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.6%-3.7%-8.8%
Q4 2025-4.3%-4.5%-8.1%
Q3 2025+0.2%-0.5%+0.4%
Q1 2025+4.3%+6.7%+9.4%
Q3 2024+0.4%-5.1%+4.9%
Q2 2024-1.0%-4.5%-1.5%
Q1 2024+0.0%-0.4%-0.8%
Q4 2023+1.8%+0.7%-0.9%
Q3 2023+2.7%+1.4%+3.1%
Q2 2023+0.5%+3.1%+0.9%
Q1 2023+0.5%+2.6%+7.5%
Q4 2022-1.7%-0.6%-5.1%
Q3 2022-3.0%+0.3%+1.0%
Q2 2022+0.7%+2.5%-0.3%
Q1 2022-2.7%-5.4%-2.9%
Q4 2021+1.0%+1.6%+2.4%
Q3 2021-1.8%-0.5%-3.3%
Q4 2020+0.2%+2.3%+3.0%

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